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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $27,105 |
DRINKER BIDDLE & REATH LLP2+ years Filed as: DRINKER BIDDLE AND REATH Service code 29 · EIN 23-1423090 | Legal | $22,650 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 13 · EIN 04-1590850 | Contract Administrator | $15,385 |
UHY LLP2+ years Service code 10 · EIN 20-0694403 | Accounting | $8,750 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $6,437 |
Service code 17 · EIN 20-4751585 | Pension Consulting | $2,146 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $295,226-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 12.6%-12.6pp |
| Annual return | 7.57% | 4.21%+3.4pp | 4.64%+2.9pp | 4.56%+3.0pp |
| Employer contribution / active EE | $10,505 | $12,288-14.5% | $35,349-70.3% | $15,526-32.3% |
| Participant deferral / active EE | $0 | $115-100.0% | $461-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $343,074-100.0% | $1,711-100.0% |